The Profile section allows you to personalize and manage your account settings. Within this section, you can customize your profile information, change your password, set your availability status, create an email signature, integrate with other platforms, and designate your primary calendar for better organization and convenience.
Note: Depending on your user permissions, access to certain components may be restricted.1. Click "Settings"
2. Click "My Profile"
3. Personal Information
Upload a profile photo and update your personal contact details, including your first and last name, email address, phone number, and extension (if applicable).
4. In this area you can Change/Update Password
To change or update your account password, enter your current password in the "Existing Password" field. Then, type your new password in the "Password" field and confirm it in the "Confirm Password" field. Finally, click the green "Update Password" button to save your changes.
5. In this area you can set your "Availability"
Set your availability and preferred meeting location for calendar invites.
6. Set your "Email Signature" here
Create a customized email signature for emails sent from your user account when communicating with leads and customers within the CRM.
7. Click here for integrations
Connect your Zoom account for virtual meetings or sync your Outlook Calendar for bookings.
8. Click here for "Email (2 way sync)"
9. Click here for "Calendar Configurations"
Manage calendar conflicts and select your preferred "Primary" calendar for scheduling.
